Leadership Team

Todd Douma, CFP®

Partner & Senior Wealth Advisor

Shawn West AIF®, CPFA®, C(k)P®

CuraFin Advisors Founder & ERISA Director

Robert Smith CAP®, ChFC®, AEP®, CLU®

Scottsdale Financial Group Founder & President

Gavin Lyons, CFP®

Partner & Chief Operations Officer

Susan Abbass, IACCP®, MBA

Chief Compliance Officer

Wealth Management Team

Eric Anthony, CFP®, ChFC®

Senior Wealth Advisor

Mark Rizvi, CFP®

Wealth Advisor

Robert Himmelman, CFP®

Wealth Advisor

Dante Peterson

Wealth Advisor

Tammy Brown

Director of Client Services

Abbeney Preston

Executive Assistant

Complimentary Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

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